Product & Service Launches – 8/1/24
Morgan Stanley at Work launches new digital experience for benefits participants; Alight releases the latest version of its employee experience...
Tag: Morgan Stanley
‘Sandwich Generation’ Caregiving Crimps Retirement Planning
Financial strains are holding back this generation of caregivers, but workplace benefit providers tout potential for employers to help with...
Behind Morgan Stanley’s Workplace Strategy
The firm’s head of institutional consulting solutions discusses the 'complete arc' of plan sponsor services Morgan Stanley is putting into...
Investor Confidence Remains High as Election, Inflation Bring Unease
Investor optimism decreased slightly on the economy, according to the latest investor sentiment from Morgan Stanley.
Retirement Industry People Moves – 3/15/24
Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO;...
Product & Service Launches – 3/7/24
Orion, DPL partner on annuities marketplace for advisers; Morgan Stanley launches private markets transaction desk; Just Futures announces 'values-driven' 401(k)...
Morgan Stanley Heads to Market With New Participant Education Program
The firm’s Graystone Consulting group and institutional retirement advisers are pitching plan sponsors on a revamped financial education program with...
Morgan Stanley Wealth Management Growth Bolstered by Workplace Unit
The firm highlighted workplace offerings as a key pillar of wealth management client growth in its Q4 earnings.
Infographics: Workers Prefer Financial Benefits to Lifestyle Perks
A survey by Morgan Stanley shows heartening results for plan advisers and sponsors.
Morgan Stanley Promotes Jed Finn to Head of Wealth Management
Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.
Morgan Stanley Promotes Co-President to Replace Gorman as CEO
Ted Pick will take the role in January, following James Gorman’s 13 year run.
Investment Product & Service Launches – 10/19/23
The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.
Advisory M&A
Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.
On the Move
On the Move
Ben Cardin to Retire Senator Ben Cardin, D-Maryland, announced that he will not seek re-election in 2024. Cardin first entered...
Young Employees Pulling Back on Retirement Contributions
Morgan Stanley at Work study reveals retirement saving erosion, as retirement head Bunnell notes the ‘central role’ of retirement plan...
Advisory M&A
Ameriprise Financial welcomes team of female advisers; Concurrent launches RIA; Merit Financial acquires Planned Futures; and more.
Morgan Stanley CEO James Gorman To Step Down Within 12 Months
The CEO oversaw Morgan Stanley’s push into the wealth management space.
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
A 401(k) robo-adviser with more than $5 billion in assets under management stopped servicing clients in November and has sold...